Invoice states and outstanding balance

States

• Active represents any unpaid invoices (Draft; Sent; Failed);
• Draft invoices are invoices that need to be processed manually for the customer to receive the invoice or be charged;
• Sent invoices have been emailed to the customer and are not yet marked as paid in the system;

• Pending invoices are invoices that have been charged but are pending a response from the payment gateway to confirm whether the charge has been successful or not (this primarily applies to direct debit transactions);

  Note: If you would like to process the payment manually when the invoice is already in pending state, you can adjust the user billing method to invoice to stop the charge trigger and avoid the customer being charged. You can then set the invoice back to draft to input the manual payment.

• Failed invoices have had a charge attempted on the user's registered payment method but have failed for whatever reason (e.g. expired card). Customers receive a failed invoice email automatically notifying them that there was an attempted charge but the charge failed and requesting them to update the payment details in their account;
• Overdue Invoices have been sent to a customer but remain unpaid after the number of days you have set.
• Paid invoices have had the whole payment amount settled resulting in a balance of 0. Once an invoice is marked as paid, customers automatically receive a receipt email.
• Deleted Invoices that have been deleted, this will be a view-only in the system as deleted invoices can't be retrieved.

Failed invoices

Overdue invoices

Outstanding balance

FAQ